Institutional Trust Officer III - Charitable & Endowment

** Position Overview*
* At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Institutional Trust Officer III within PNC's Institutional Asset Management Charitable & Endowment Fiduciary organization, you will be based in you will be based remotely in Pennsylvania, Ohio or Florida.

Other locations within the PNC footprint will also be considered.

This position within the Charitable & Endowment Fiduciary team is a specialized role focused on fiduciary analysis, research, and problem-solving. The role emphasizes project-based work involving review of complex account histories, legal documentation, and fiduciary structures to develop clear, well-supported conclusions.

Responsibilities include:

- Conduct detailed reviews of fiduciary account histories, including key decisions, structural changes, and beneficiary updates

- Analyze trust documents, legal agreements, and corporate structures to assess fiduciary implications

- Synthesize information across multiple sources and systems to develop a clear and accurate account narrative

- Document findings in a structured, defensible manner suitable for internal, legal, and compliance review

- Identify inconsistencies, gaps, or potential risks and escalate issues as appropriate

- Partner with Trust Administration, Legal, Risk, and Compliance to support complex fiduciary matters

- Communicate findings and insights clearly to a range of stakeholders, including non-technical audiences

Position differentiators:

- Role is primarily analytical and project-based, with less emphasis on day-to-day account administration

- Focus on developing well-supported conclusions and fiduciary insights, not just processing activity

- Provides exposure to complex fiduciary scenarios, legal structures, and risk-related matters

- Plays a key role in supporting risk identification, issue resolution, and fiduciary decision-making

Preferred skills and experience:

- Strong analytical thinking and attention to detail

- Ability to interpret fiduciary, legal, and corporate structures

- Effective written communication and documentation skills

- Ability to work through ambiguity and evolving situations

- Strong organizational skills and ability to manage multiple projects

- Critical thinking and problem-solving capability

- Exposure to or ability to learn fiduciary and workflow systems (e.g., AMTrust, Siebel, OnBase, EDGE)

- Proficiency in Microsoft Office applications; experience leveraging AI tools (e.g., Copilot) is a plus

This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

** Job Description*
* + Services clients through the execution of the terms of any document in which PNC serves as trustee, executor, agent, or custodian. Administers the most complex accounts and ensures compliance with all legal and fiduciary regulations, and policies and procedures. Possesses a high degree of knowledge to manage a diverse book of business with varying account types.

+ Delivers the full breadth of client services in order to grow the business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state and federal regulations, policy and procedure.

+ Handles risk management and the resolution of legal and compliance-related issues for assigned accounts. Communicates with clients and business partners, solves problems and escalates anticipated or known client issues/concerns to senior management as appropriate. Responsible for identifying continuous process improvement.

+ Maintains and retains assets under management or under administration, by…